Individual Insurance Advisor Support Associate (Toronto)

The Individual Insurance Advisor Support Associate plays a critical role in enabling advisor success by providing comprehensive sales support, client service, and operational excellence. This position helps streamline the sales process, allowing advisors to focus on building relationships and driving business growth. By ensuring compliance, managing cases, and delivering exceptional service, you will enhance advisor credibility, strengthen customer trust, and contribute directly to the value of the advisor’s book of business. Responsibilities Manage end-to-end processing of advisor business with accuracy, timeliness, and proactive follow-up. Organize and execute daily workload to meet service level agreements and operational targets. Stay current on product updates and software enhancements to support advisor efficiency. Deliver high-quality, compliant work with solid attention to detail. Solve complex problems and conduct thorough fact-finding to support advisor decisions. Prepare client summaries and reports to identify opportunities for added value and increased advisor productivity. Conduct data mining to uncover upselling and cross-selling opportunities, including renewals. Work with advisors to maintain compliant client files and ensure adherence to regulatory standards. Support office operations through productive workflow management. Assist advisors with maintaining compliance, integrity, and support broker/agent training initiatives. Qualifications Post-secondary education in a business-related field or equivalent experience. Minimum 3 years of experience in financial services or life insurance industry preferred. Proficient in Life Insurance Carrier Illustration software. Strong skills in Microsoft Office (Word, Excel, Outlook, PowerPoint) and internet-based tools. Benefits Hybrid work: work from the office and at home 50/50, allowing you to manage both worlds with ease and flexibility. Competitive salaries and support your financial health through an employee share purchase plan, pension plans, RRSP, discounts on staff insurance, and more. Adaptable health benefits, early leave days, wellness programs, rewards and recognition programs. Opportunities for career growth through education assistance, internal mobility, and mentoring programs. Community and volunteer support including donation matching and team volunteer days. We’re committed to pay transparency and fairness. The base salary range for this role is $50,000 - $74,000, which reflects the expected base pay – not the total compensation package. The actual base salary may vary depending on your experience, skills, and alignment with the position. We’re also open to candidates at different levels, so if this range doesn’t quite match your expectations, we’d still love to hear from you. This is a real opportunity — we’re actively hiring! Beyond base pay, we offer a robust Total Rewards program that includes benefits, wellness support, and other meaningful perks. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pomg8